Chief Financial Officer & Financial Planner
TERRY PARHAM
Terry is the Chief Financial Officer (CFO) and one of the co-founders of Innovative Wealth Building. Terry joined the financial services industry in 2011 and has held positions as a: Financial Planner, Corporate Trainer, and District Manager.
Terry loves to talk about investments and also enjoys diving into the weeds of retirement income planning. When he’s not working directly with clients, Terry spends time mentoring other advisors and presenting financial education to individuals and organizations.
Terry graduated from St. Lawrence University with a double major in Economics and Psychology and a minor in Mathematics. Always on the quest for knowledge, Terry holds the following certifications:
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Wealth Management Certified Professional (WMCP)
- Retirement Income Certified Professional (RICP)
- Chartered Life Underwriter (CLU).
Terry lives in Los Angeles, CA with his wife, Kennah, and their son, Everett.
